BFC Planning, Inc.’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

BFC Planning, Inc.’s Portfolio PXE Stock Details PXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.45M	Buy	62,305 +61,640	+9,269%	+$2.4M	0.1%	215
2026 Q2	$22.5K	Buy	665 +663	+33,150%	+$24.1K	﹤0.01%	1956
2026 Q1	$76	Hold	2	–	–	﹤0.01%	2976
2025 Q4	$54	Hold	2	–	–	﹤0.01%	3156
2025 Q3	$56	Hold	2	–	–	﹤0.01%	2863
2025 Q2	$53	Hold	2	–	–	﹤0.01%	2638
2025 Q1	$55	Hold	2	–	–	﹤0.01%	2625
2024 Q4	$55	Hold	2	–	–	﹤0.01%	2560
2024 Q3	$55	Buy	+2	New	+$63	﹤0.01%	2559

Other funds holding PXE

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BFC Planning, Inc.'s PXE Position: Q3 2026 in Review

BFC Planning, Inc. increased its Invesco Energy Exploration & Production ETF (PXE) stake by 9,269% in Q3 2026, buying an estimated $2.4M and bringing the position to 62,305 shares worth $2.45M. The position accounts for 0.1% of the portfolio, ranked #215.

BFC Planning, Inc. first reported a position in PXE in Q3 2024 and has held it in 9 quarters since. 46 funds tracked by Wall St. Rank hold PXE as of Q3 2026.

BFC Planning, Inc. held 62,305 shares of Invesco Energy Exploration & Production ETF worth $2.45M as of Q3 2026.
BFC Planning, Inc. bought 61,640 Invesco Energy Exploration & Production ETF shares in Q3 2026, an estimated $2.4M.
Invesco Energy Exploration & Production ETF made up 0.1% of BFC Planning, Inc.'s portfolio in Q3 2026, its #215 holding.
BFC Planning, Inc. first reported a position in Invesco Energy Exploration & Production ETF in Q3 2024 and has held it in 9 quarters since.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.